Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
SITE Centers Corp. (SITC)
NYSEReal EstateReit - RetailSnapshot 2026-11-04
$3.57-4.03%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - RetailSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.12 → 0.12 EPS · FY ending Dec 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for SITC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Complete asset sales to improve liquidity | A primary condition in SITE Centers Corp.'s published investment case. The stated target is Sale of at least $50 million in assets by 2026-Q1. | Intact | Asset sales fall below $50 million by 2026-Q1 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a real estate company with a value-oriented but fragile thesis, rather than a clear durable compounder. The thesis is currently intact, while confidence is medium and execution remains mixed.
SITC is described as cheap versus peers, and the pricing signal says current expectations are broadly justified rather than overly fragile. The expectations gap is modestly negative, so the evidence does not point to a large gap between market assumptions and the outlook.
Recent financial performance is strong relative to its industry, and reported company quality and management scores have improved. However, the leased rate fell to 82.5% in Q2 and operating FFO was a loss, with management citing property dispositions; the August earnings miss and October listing-rule notice add near-term uncertainty.
The multi-year thesis depends on asset sales continuing and management resolving the DTP joint venture while maintaining the higher cash balance. Near term, rate cuts could support real estate, while a guidance cut or weakness among sector peers could remove support; the supplied evidence does not establish that either outcome will occur.
Over the next 1 to 3 years, SITC’s cheap-versus-peers valuation and strong recent performance sit alongside fragile earnings quality, declining operating measures, and unresolved execution priorities. The thesis remains intact, but its progress hinges on operational stabilization and delivery on asset sales and the joint venture resolution. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 1 of 3 supplied quarters. Management reported: “• The Company is actively marketing its Beachwood, Ohio headquarter office buildings for sale.”
Enhance operational cash flow | The company is cutting losses in cash flow. | Broken | Operational cash flow remains negative through 2026 | Cash from operations: $-10.148M FY2026-Q2; GAAP. Published target: Operational cash flow improves toward positive by end of 2026. Target period ends 2026-12-31; this observation covers 2026-Q2. Aug 3, 2026-10,148,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain positive earnings trajectory | Earnings stay positive with $3.36 EPS expected in 2026. | Intact | EPS falls below $3.36 in FY 2026 | Diluted EPS: $-0.10 per share FY2026-Q3; GAAP. Published target: EPS >= $3.36 in FY 2026. Target period ends 2026-12-31; this observation covers 2026-Q3. Nov 2, 2026-0.1 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
Unavailable → $0.12 · observed estimates
$0.03B → $0.02B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | Unavailable | $33,800,000 | — / 1 |
| 2026-07-25 | Unavailable | $33,800,000 | — / 1 |
| 2026-07-26 | Unavailable | $33,800,000 | — / 1 |
| 2026-07-27 | $0.12 | $33,800,000 | 1 / 1 |
| 2026-07-28 | Unavailable | $33,800,000 | — / 1 |
| 2026-07-29 | $0.12 | $33,800,000 | 1 / 1 |
| 2026-07-30 | $0.12 | $33,800,000 | 1 / 1 |
| 2026-07-31 | $0.12 | $33,800,000 | 1 / 1 |
| 2026-08-01 | $0.12 | $33,800,000 | 1 / 1 |
| 2026-08-02 | Unavailable | $33,800,000 | — / 1 |
| 2026-08-03 | Unavailable | $33,800,000 | — / 1 |
| 2026-08-04 | $0.12 | $33,800,000 | 1 / 1 |
| 2026-08-05 | $0.12 | $33,800,000 | 1 / 1 |
| 2026-08-06 | Unavailable | $22,900,000 | — / 1 |
| 2026-08-08 | Unavailable | $22,900,000 | — / 1 |
| 2026-08-09 | Unavailable | $22,900,000 | — / 1 |
| 2026-08-10 | Unavailable | $22,900,000 | — / 1 |
| 2026-08-12 | Unavailable | $22,900,000 | — / 1 |
| 2026-08-13 | Unavailable | $22,900,000 | — / 1 |
| 2026-08-14 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-15 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-16 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-17 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-18 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-19 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-20 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-21 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-22 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-23 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-24 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-25 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-26 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-27 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-28 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-29 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-30 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-08-31 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-01 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-02 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-03 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-04 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-05 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-06 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-07 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-08 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-09 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-10 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-11 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-12 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-13 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-14 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-15 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-16 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-17 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-18 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-19 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-20 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-21 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-22 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-23 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-24 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-25 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-26 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-27 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-28 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-29 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-09-30 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-01 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-02 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-03 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-04 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-05 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-06 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-07 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-08 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-09 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-10 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-11 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-12 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-13 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-14 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-15 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-16 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-17 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-18 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-19 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-20 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-21 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-22 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-23 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-24 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-25 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-26 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-27 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-28 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-29 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-30 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-10-31 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-11-01 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-11-02 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-11-03 | $0.12 | $22,900,000 | 1 / 1 |
| 2026-11-04 | $0.12 | $22,900,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.